Tesla

• Optimus

Facilities & manufacturing

• Production setup

  2026-10-21 - Tesla reports the start of production-quality Optimus manufacturing in Fremont. - Tesla’s own Optimus robots on the Fremont high-volume lines.

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Production capacity

• Production capacity

  2026-04-22 - Tesla showed Gigafactory Texas Optimus factory preparation and described a second-generation line designed for long-term annual production capacity of 10 million robots. Korthos keeps this long-term target out of disclosed-pool share comparisons. - Gigafactory Texas second-generation Optimus line - Austin, Texas

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• Production capacity

  2026-01-28 - Tesla said Optimus production was planned before the end of 2026 and described eventual planned capacity of 1 million robots per year at the Fremont facility. - Fremont Optimus line - Fremont, California

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• Production capacity

  2025-01-29 - Musk said the current Optimus production line being designed was for roughly 1,000 units per month, equivalent to about 12,000 robots per year if annualized. - Optimus production line

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• Production capacity

  2025-01-29 - Musk described the next Optimus line as being on the order of 10,000 units per month, equivalent to about 120,000 robots per year if annualized. - Optimus next production line

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Orders & commitments

• Order / commitment

  2025-01-29 - Musk told investors Tesla was aiming for roughly 10,000 Optimus robots built in 2025, while acknowledging the exact target might not be hit and that several thousand was the more practical near-term expectation. - Optimus humanoid robots

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• Internal factory use

  2026-01-28 - Asked about factory deployment, Musk said Optimus units were primarily for learning and data collection rather than performing productive tasks, making the useful-work evidence gap explicit after the 2025 build target. - Tesla internal factories - Tesla factories

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Supply chain relationships

• Zhaowei Machinery

  Inbound - robotic motion components - Zhaowei supplies micro-precision transmission components for Tesla humanoid robot dexterous hands

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• 2009-09-15 - Series F - $82.5M - Tesla closes $82.5M Series F to accelerate retail expansion

  Tesla finalized an $82.5 million Series F round in September 2009, with proceeds described as supporting retail expansion for Model S sales and service locations. - source: techcrunch.com

• 2009-06-23 - Loan - $465M - Tesla secures $465M U.S. Department of Energy ATVM loan

  Tesla announced U.S. Department of Energy loan approval totaling about $465 million in June 2009, including $365M for Model S engineering/assembly and $100M for powertrain manufacturing. - source: ir.tesla.com

• 2008-11-03 - Convertible debt - $40M - Tesla raises $40M in convertible debt financing

  TechCrunch reported Tesla secured another $40 million convertible debt financing in November 2008, describing it as additional funding while the company scaled Roadster production. - source: techcrunch.com

• TSLA - NASDAQ

• Elon Musk - Chief Executive Officer - Leads product design, engineering and global manufacturing for Tesla’s vehicles, battery products and solar products.

Authoritative company filings for Tesla. Product news and generic press coverage are excluded.

• 2025 annual report on Form 10-K

  WEB · FY 2025 · U.S. Securities and Exchange Commission

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Events

• 2026-10-21 - Capability - Tesla targets Q2 2027 for customer-owned vehicles in its robotaxi network

  Ashok Elluswamy described use of Tesla geofencing and fleet management for participating customer vehicles. Tesla expects its V15 software to bring Cybercab and Model Y onto a shared software stack.

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• 2026-10-21 - Production Milestone - Tesla begins Optimus production on its Fremont high-volume lines

  Tesla describes the current output as its first production-quality robots and says design refinements continue. Tesla’s earnings call targets external deliveries by the end of 2027 while the production process ramps.

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• 2026-10-19 - Production Milestone - Tesla says Optimus V3 is ready for mass-production preparation

  The shareholder letter places Optimus line construction alongside investment in Semi manufacturing and AI data-centre infrastructure. The materials describe continuing investment in battery and chip manufacturing to support future product scale. The filing provides a production-readiness update without disclosing an Optimus production rate or external delivery date.

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• 2026-10-09 - Regulatory - Tesla robotaxis face NHTSA school-zone speeding petition review

  The petition was received September 23 and concerns Model Y and Cybercab vehicles with the Automated Driving System engaged. The opening resume estimates 1,000 vehicles and lists four reports, with no crashes, injuries or fatalities recorded. The agency will decide whether to grant or deny the petition; this opening is not a defect finding or recall.

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• 2026-09-18 - Market Signal - Tesla Optimus audit reports draw mixed supplier responses

  Tuopu said it had not received a new audit notice and noted that Tesla development personnel already worked at its Ningbo factory. Sanhua said it was developing robot joint actuators with a major customer but did not confirm a new audit; Joyson cited customer confidentiality.

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• 2026-09-15 - Regulatory - NHTSA orders Tesla to answer Cybercab certification questions

  The order is a new step within the audit query NHTSA opened on September 4 after Cybercab entered service in Austin. Regulators asked whether temporary human-driver controls or other equipment formed part of Tesla’s certification basis. The demand concerns compliance with applicable Federal Motor Vehicle Safety Standards; it is not a final enforcement finding.

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• 2026-09-07 - Market Signal - Tesla Optimus orders reported at roughly 5,000 units

  The report connected the orders to commissioning of the Fremont robot body line in July and August and improving production yields. Reported supplier allocations depended on each company’s awarded share of the program.

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• 2026-09-03 - Deployment - Tesla begins limited Cybercab ride-hailing in Austin

  The Cybercab deployment is distinct from Tesla's existing Austin robotaxi service, which has used Model Y vehicles fitted with conventional controls. Reuters described the initial operating area as limited, while Associated Press reported dozens of Cybercabs on Austin streets during the launch. The September 3 rollout marked the Cybercab's first live ride-hailing deployment after earlier prototype and public-road testing.

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• 2026-08-18 - Partnership - Einride orders 500 Tesla Semis for Saga AI fleet rollout

  The phased rollout begins in September 2026 and runs for 24 months across freight corridors in California, Texas, New Jersey, Illinois and Georgia. Einride says the 500-truck addition will roughly triple its deployed electric-truck fleet and convert signed shipper contracts into revenue-generating capacity. The autonomy relevance is Saga AI fleet orchestration and optimisation; the announcement does not describe the Tesla Semis themselves as driverless or autonomous vehicles.

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• 2026-08-17 - Market Signal - Tesla reportedly prepares Cybercab entry into Austin robotaxi service

  The initial plan would carry Tesla employees on public roads. Broader service could follow several days after the employee phase. The timetable targets an initial Austin deployment within August 2026.

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• 2026-07-22 - Production Milestone - Tesla reports Fremont Optimus factory construction

  Initial robot builds were intended for the Optimus Academy to collect training data and develop functionality. Building construction at Gigafactory Texas was also ongoing; Tesla continued to anticipate production later in 2026.

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• 2026-06-22 - Market Signal - Tesla Optimus 3 supply claim names Mirle

  Mirle, Kedali and Main Drive planned a Thailand venture to expand robot-component production. The venture ownership split was given as 51% Kedali, 39% Mirle and 10% Main Drive, using a site in Thailand’s Rayong province.

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• 2026-03-12 - Market Signal - Tesla to start production on Optimus Version 3 this summer

  • Tesla CEO Elon Musk announced that production of Optimus Version 3 will commence in the summer of 2026. • Initial production will begin at the Fremont Factory, with plans to establish a line capable of producing up to 1 million robots per year. • Production will also occur at Gigafactory Texas, with a target of up to 10 million robots annually.

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• 2026-03-12 - Market Signal - Tesla targets summer 2026 Optimus 3 production start

  The initial production line was planned for Fremont, with a longer-term design capacity of one million robots per year. A larger Texas line was described as a future expansion, potentially reaching ten million units per year alongside a later robot design.

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• 2026-02-05 - Market Signal - Tesla proposes Optimus Academy training program

  The proposed academy would use at least 10,000 robots, potentially 20,000–30,000, for self-play and task testing. Musk paired that plan with millions of simulated robots and a reality-generation system to narrow simulation-to-hardware differences.

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• 2026-02-06 - Market Signal - Tesla establishes 'Optimus Academy' to train robots

  • Tesla CEO Elon Musk announced the creation of 'Optimus Academy' to train the company's Optimus humanoid robots. • The academy deployed 10,000 to 30,000 robots for real-world self-play and task testing. • This initiative involved bridging the gap between simulated and real-world robot training.

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• 2026-01-28 - Market Signal - Tesla prioritizes Optimus production preparations

  Gen 3 was described as the first Optimus design intended for mass production, with a new hand design planned for its unveiling. Tesla targeted production before the end of 2026 and eventual first-line capacity of one million robots per year.

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• 2025-11-10 - Production Milestone - Tesla begins site preparation for Optimus plant at Giga Texas

  Tesla had described a long-term Texas production target of ten million Optimus units per year, with production planned for 2027. The Texas project was separate from the Fremont pilot line and its proposed one-million-unit annual scale.

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• 2025-10-24 - Capability - Tesla develops World Simulator Model to enhance robotics evaluation challenges

  World Simulator Model enables closed-loop simulations for enhanced evaluation of robotic agents. Trained on state and action pairs, it improves testing for long-tail failure cases. Applicable to both self-driving and humanoid robots, facilitating broader deployment scenarios.

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• 2025-06-06 - Org Change - Tesla Optimus engineering leader Milan Kovac leaves

  He cited the need to spend more time with family abroad and said his support for Tesla remained unchanged. Kovac helped lead Optimus from 2022 and became its vice president in late 2024; Bloomberg reported that AI software vice president Ashok Elluswamy would take over.

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• 2025-04-22 - Market Signal - Tesla outlines Robotaxi and Optimus pilot-production plans

  The company targeted a Robotaxi pilot in Austin by June and Optimus builds on the Fremont pilot production line during 2025. The update also reported unsupervised vehicle movement from production lines to outbound logistics lots at U.S. factories.

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• 2025-01-31 - Market Signal - Tesla targets up to 10,000 Optimus builds in 2025

  The planned robots were intended to perform useful work within Tesla before sales to other companies. Musk described successive production-line designs targeting 1,000 and then 10,000 robots per month.

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• 2024-11-28 - Demonstration - Tesla demonstrates upgraded Optimus hand by teleoperation

  Tesla engineer Julian Ibarz confirmed the demonstration was teleoperated and described more motors and degrees of freedom in a slim forearm. An upgraded hand had previously appeared as a standalone display at October’s We, Robot event.

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• 2024-10-10 - Demonstration - Tesla demonstrates Optimus at We, Robot

  The presentation included dancing, drink service, games and conversations with attendees. Contemporaneous reporting distinguished autonomous walking from human-assisted interactions, including remotely controlled speech and gestures.

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• 2024-07-22 - Market Signal - Tesla targets internal Optimus use in 2025

  Musk’s July 22 statement described a later high-production phase for other companies in 2026. The program followed a 2022 prototype presentation in which Tesla showed walking and controlled factory-task videos.

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• 2023-12-12 - Product Launch - Tesla unveils Optimus Gen 2 prototype

  Tesla claimed 30% faster walking and a 10 kg weight reduction compared with the earlier prototype. The robot used Tesla-designed actuators and sensors; the demonstration showed a squat while maintaining balance.

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• 2023-09-23 - Demonstration - Tesla demonstrates Optimus autonomous object sorting

  Tesla described end-to-end training that mapped video input directly to robot controls. The same update showed a prototype balancing on one foot during a yoga-like movement.

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• 2022-09-30 - Demonstration - Tesla presents Optimus prototypes at AI Day 2022

  The earlier Bumble C prototype used partly off-the-shelf actuators and walked across the stage; videos also showed controlled task trials. The newer Tesla-built prototype used in-house actuators, battery and power electronics, but had to be carried onto the stage because it could not yet walk.

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• 2020-10-20 - Product Launch - Tesla begins limited Full Self-Driving beta rollout

  The beta extended partially automated driver-assistance functions to city streets, with the driver still required to supervise and take control. Tesla said the release followed a rewrite of neural networks and control algorithms, and targeted broader availability by year-end.

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• 2020-06-04 - Acquisition - Tesla acquisition of Compass Automation reported

  The acquisition occurred in December 2017; Compass completed its other customer contracts and began working exclusively for Tesla during 2018. Former Compass CEO Brian Greviskes became Tesla’s director of automation development engineering, with the team helping design factory systems including Gigafactory Berlin.

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• 2019-10-01 - Acquisition - Tesla acquires DeepScale to advance autonomous-driving software

  Tesla vehicles are not considered fully autonomous, or Level 4, a designation by SAE that means the car can handle all aspects of driving in certain conditions without human intervention. Instead, Tesla vehicles are “Level 2,” and its Autopilot feature is a more advanced driver assistance system than most other vehicles on the road today.

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• 2016-03-31 - Product Launch - Tesla unveils Model 3 electric car

  The base model was announced at $35,000 with a range of at least 215 miles per charge. Initial deliveries were planned for late 2017, with refundable $1,000 reservations accepted before the launch. Reservations exceeded 115,000 by the end of the presentation and reached 180,000 within a day, Tesla said.

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• 2015-05-08 - Acquisition - Tesla acquires Riviera Tool manufacturing assets

  Riviera produced line, transfer and progressive dies for stamped metal parts, including body-in-white components. The Grand Rapids operation had a 170,000-square-foot facility and approximately 100 skilled employees. Angle Advisors acted as Riviera’s exclusive investment-banking adviser on the transaction.

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• 2010-07-02 - Market Signal - Tesla closes Toyota $50M placement alongside its IPO

  Toyota bought 2,941,176 Tesla shares at the $17 IPO price. Tesla reported that the IPO itself generated about $184 million of net proceeds. The companies also began electric-vehicle and RAV4 powertrain development work.

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• 2010-05-21 - Partnership - Tesla and Toyota announce EV partnership and NUMMI collaboration

  Toyota announced a $50 million investment in Tesla as part of the partnership. The companies said they would cooperate on electric vehicles, parts, and production systems. Tesla linked the announcement to plans to produce Model S at the Fremont NUMMI facility.

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• 2009-09-15 - Funding - Tesla closes $82.5M Series F to accelerate retail expansion

  Tesla reported an $82.5 million Series F funding round in September 2009. The round included Daimler, Fjord Capital Partners, Aabar, and other investors. Tesla said proceeds would support retail expansion tied to Model S commercialization.

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• 2009-06-23 - Funding - Tesla secures $465M U.S. Department of Energy ATVM loan

  Tesla said DOE approved about $465 million in low-interest loans. The release allocated $365 million for Model S engineering and assembly activities. An additional $100 million was described for electric powertrain manufacturing capacity.

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• 2008-11-03 - Funding - Tesla raises $40M in convertible debt financing

  Coverage reported Tesla secured another $40 million in convertible debt financing. The funding was described as a liquidity lifeline during a difficult production period. The raise increased cumulative external capital committed to Tesla at that time.

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Profile notes

• Tesla reversed its attempt to automate final assembly too aggressively

  reviewed 2026-07-20 - Tesla's Model 3 production plan leaned on unusually extensive factory automation, including tasks that later proved awkward for machines. Elon Musk acknowledged that excessive automation was a mistake and that humans were underrated, marking a real operating-strategy correction rather than evidence that the promised “machine that builds the machine” had been achieved as first conceived.

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• Tesla did not disclose production supporting its January 2025 Optimus target

  reviewed 2026-07-18 - During Tesla's January 2025 earnings webcast, Elon Musk said the company expected to make at least several thousand Optimus robots during 2025 for initial use inside Tesla factories. Tesla's subsequent full-year disclosures did not provide a 2025 Optimus production total supporting that scale.

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Relationships

• DeepScale

  Acquisition Counterparty - Tesla acquired computer-vision startup DeepScale to support its driver-assistance and autonomy development.

• Einride

  Tesla Semi Supplier And Deployment Partner - Einride ordered 500 Tesla Semi electric trucks for a phased North American rollout on Saga AI beginning in September 2026.

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• Automotive factory robotics adoption - Capability